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Peninsula Wealth, LLC: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peninsula Wealth, LLC on QQQ, newest first. How the timeline and the estimate are built.

Peninsula Wealth, LLC held 32,533 QQQ shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 32,533 shares
    Change vs previous 13F +215 shares

    2.83% of the 13F portfolio, value $16,631,846.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 32,318 shares
    Change vs previous 13F +4,139 shares

    2.77% of the 13F portfolio, value $15,865,190.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 28,179 shares
    Change vs previous 13F +5,230 shares

    2.61% of the 13F portfolio, value $13,943,654.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F/A 22,949 shares
    Change vs previous 13F +4,350 shares

    2.03% of the 13F portfolio, value $10,189,781.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 18,599 shares
    Change vs previous 13F +47 shares

    1.57% of the 13F portfolio, value $7,616,670.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 18,552 shares
    Change vs previous 13F -111 shares

    1.55% of the 13F portfolio, value $6,598,525.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 18,663 shares
    Change vs previous 13F +77 shares

    1.8% of the 13F portfolio, value $6,894,486.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 18,586 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $5,964,782.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).